Andrew Gluck: I just want to remind
everybody that you can also see all of our webinars. We have a history now
that is really quite extensive. If you go to www.advisorproducts.com, all the
webinars that we’ve done since the financial crisis began and we started this
series, you just click on this gray button over here for the Financial Advisor
Webinar Series, http://www.advisorproducts.com/webinars.aspx.
All of the webinars can be replayed right from the page
when you click on that gray button. You can sign up for this week’s right over
here, and you can replay all of these webinars. These replayed webinars – the
ones that have the checkmarks next to them – you can get CE credit for those.
To get CE credit, you have to be a member of www.advisorsforadvisors.com. www.advisorsforadvisors.com is a practice
management website that we started not that long ago, and by signing up for
this webinar, you can get a free subscription for six (6) months – free
membership to A4A. We’ll email you the information after this webinar if you
opted in for the free subscription.
Without further ado, I want to first give you the
introductions. Steve Gordonson, our VP of Technology, will be leading off
today talking about AdvisorVault
and Email Templates to communicate effectively with your clients about the
secure documents that you post in AdvisorVault.
Then we’ll have Jim Voss, our Operations Director, talking
about the Video Library Dashboard. I’ll be
talking about Financial Content that we produce, and then VP of Marketing and
Sales, Barry Weinstein, will be speaking about Client Newsletters.
So what I’d like to do now is turn over the reins to
Steve. Steve Gordonson, like I said, helped me start www.advisorsites.com in 1997, one year
after we began the company. He is one of the originals here at www.advisorproducts.com. He’s been
with me now since mid 1996.
Steve, welcome.
Steve Gordonson: Thank you, Andrew. Yes, I’ve
been here a long time and we’ve made a lot of strides here. AdvisorVault is one of our newer products.
AdvisorVault is more than
just a place that you can place files that the client can pick up on line.
It’s really a way to include the delivery of documents from your day-to-day
tasks and workflows to your clients. For example, if you’re generating
portfolio reports or invoices, those things could be made part of your
day-to-day workflow and move them to the AdvisorVault
seamlessly.
What we’re talking about today is email templates and that
just extends that capability. What I mean is that once the file gets up there
into the Vault, how do you tell your client about the fact that it’s there, and
how do you tell your client what type of file you moved up there? What we did
is we created an interface so that you can customize different types of emails
for your clients.
The things that you do get to do: you can choose the
actions that’s in the particular email to a client. You get the customized
email messages and save them for later usage, and the third main feature is
that you can set up a look for the emails so that they’re branded for your firm
and have the necessary disclosures and contact information.
Here we are in The BackOffice. Here are the various types
of events in the Vault that allow you to send an email to the client. You can
see PDF Report Distribution, XML Report Distribution, when you create a client,
etc..
In order to brand the emails, let’s start with that
first. You can customize a template. You can set up a header with your log in
it and you could set up some text at the bottom, for example, your contact
information, address, and any disclosures you’d like to put in. Those will be
included in any of the emails that are sent from AdvisorVault.
We can go back here and we can actually create a new email
template. For example, let’s say when we upload a PDF report to our client,
right now this one is a pretty basic template. We supply one very basic
generic template for each of the different types of events, but you can easily
change this to say, “The firm has just uploaded your Third Quarter invoice.
Please log in to download it.”
What we have here are some replacement fields. What that
means is each of these fields are going to be replaced automatically when email
goes to the client, so this is going to be personalized to the client. The
client’s first name will be shown and the last name. It’s going to put in your
firm name. It’s going to replace this with a link to the file you just
uploaded. You can add other things as well. We can name this report
“Invoice.” Instead of “Portfolio Report”, we can say “Invoice is Available.”
We can preview that email. Down here we see what the
email is going to look like. You can even send a test email to yourself to
make sure that you like what it looks like.
Andrew Gluck: So Steve, it’s really
like using mail merge in Word, isn’t it?
Steve Gordonson: Exactly. Those replacement
fields – and there’s quite a few of them – let me just show you them. There’s
quite a few different types of merge fields available. You can pick the URL
for your vault, the first name/last name, the advisors first name and last name
if you want to customize it per advisor, the links to the files. So there’s a
number of replacements that you can put into this file to customize it.
Then you can select which one, for example for PDF Report
Distribution List, say you’re putting the invoice out this way, you can pick
down here and here’s our invoice customized template, and the next time you
upload PDF reports, it’s going to send out that customized template.
Andrew Gluck: So whether you want to
upload an insurance policy or an annual premium for insurance policies or any
other routine tasks, what we’re going for here is taking those routine tasks,
embedding them into your vault so that this becomes part of your process. The
client communication becomes part of your process if you’ve embedded your
processes in your CRM, you can add this step to take care of the client
communication. And being able to almost go automatically, get that email
notification to the client of the document be placed into the vault, just
streamlines that part of workflow for you. It also rids you of the need to
send sensitive documents by email.
Many advisors are sending documents by email that, quite
honestly, probably should not be sent by email. So this way, with this
dashboard for creating these automated emails, we make that workflow much
simpler to securely communicate with each of your clients and send them a
personal email for every routine task that you’re doing in your office. Did I
get that right, Steve? Did I cover the main points at the end there?
Steve Gordonson: Yeah, I think you hit the
nail right on the head. Include the vault as part of the workflow for
distributing reports and other types of documents and use the email templates
to communicate that they’re available to the clients.
Andrew Gluck: Any other points on this,
Steve, or are we going to move it over to Jim now?
Steve Gordonson: I think we can move right
along.
Andrew Gluck: Okay. Jim is going to be
talking about our new Video Library Dashboard.
Later on I’m going to be speaking about our content which is related to this,
because we’re taking our Financial News content and turning that into videos –
not all of it, but just certain articles. Jim is going to talk about some new
technology that we’ve developed around that that allows you to very easily
brand and customize these videos that we’re creating. Jim, welcome. Please
take it away.
Jim Voss: Thank you, Andy. As
Andy said, I’m going to talk about the Video Library
Dashboard. It’s a pretty cool new, exciting feature that we have in our
website BackOffice. As Andy indicated a little bit there, these videos that we
produce are professionally produced and they are about financial planning
topics or technology that your firm might use. We put your firm’s branding
right inside the video. Your firm’s logo, it’s name, you can have pictures of
the advisors and their names, and it really adds a professional touch to your
website.
It’s rich content. It gives a perception of significant
investment when it really doesn’t cost you all that much. It’s very easy to
add these videos to a website using the WYSIWYG Editor that you get in the
website BackOffice that you’re already used to using.
We’ve produced a few of these. We’re still working out
the last couple of kinks in the technology, but it’s pretty good right now and
you insert the logo and your firm name and everything yourself just with a few
clicks.
If you do have the Video Library tool here, you’ll see in
your navigation in the website BackOffice, the bottom here, Video Library, and
you’ll see a list of the available videos. So these are a few of the videos
that we’ve currently produced and as Andy indicated, we’re scheduled to produce
some more. You’ll notice – not in this screenshot, but if you log into the
actual BackOffice, they’ll be available in three different sizes.
It’s really easy to put in the branding information just
by clicking a brand name. For general – information such as your firm logo are
specifically customize an individual video. What that looks like is this. It
gives you the name of the information you’re entering and some brief
instructions, in case of images, it gets you acceptable formats and
dimensions. It allows you to upload any image that you have. If you need help
doing this, you can certainly our contact our Service Department and they’ll be
happy to help you to do this branding.
As I said, in the WYSIWYG Editor, you can just select the
video you want to use and stick it anywhere on any page.
To show you an example, we have one of our clients here, a
very nice website – Empire Asset Management Group – and they have our video
about the vault on their website. You can see their logo in it, a photo of
their principles, and if I play this video, I don’t know if you can hear that
audio, but I’m just going to play a few seconds of this video here.
Andrew Gluck: We’re not hearing the
video, Jim.
Jim Voss: Okay. The visual is
more important anyway. So this video gives you information about the vault
product, if you happen to be a customer. We also have one about the portal.
It really communicates to your clients and prospects how sophisticated your
firm is in terms of technology and how transparent your practice is. It just
communicates value.
If you want to see the video, it’s becoming available on
the schedule. You can go to www.advisorproducts.com
and navigate to the Video Library Dashboard
page and there’s some more information there and the list of videos. You can
see the videos unbranded here, if you want to see what they’re all about.
If you have suggestions for videos, please send them our
way. If you have any questions as well, please contact us. Andy, thank you.
Andrew Gluck: Thank you for that, Jim.
By the way, the video that we’re going to be producing next is going to be about
the Roth conversion opportunity. Please be looking for that. And when Jim
says you can put the video on any page, he means that that can go on any page
on your site and, in fact, you could choose to place the video on multiple
pages on your site. So, you could have it on your home page and then perhaps
one of the inside pages as well.
That’s all managed by the www.advisorsites.com BackOffice that
we’ve been showing you. That BackOffice, I’m not sure what version we’re up
to, but it’s been with us now for about eleven (11) years and we just keep
making it better and upgrading it and adding new tools to it.
Now I’m going to be talking about something that’s kind of
old school. Because of all the technology that we’ve produced over the years,
you tend to ignore the fact that www.advisorproducts.com
content is really very special in what we do.
The www.advisorproducts.com
content is saying the words that advisors need to say. I really use my
background. I’ve been covering personal finance for longer than I care to
admit – over 25 years now. I started out as a police beat reporter, but
quickly moved into personal finance journalism and did it in some major
newspapers and magazine. I still write a lot about personal finance, but a key
role that I play at www.advisorproducts.com
is that I find all of the stories still. So I’m not writing the stories
anymore. That’s why we produce a lot more of them than we ever did. We
produced something around forty (40) or more stories every quarter now.
The reporters that are producing the stories, some of them
are very technical. I’ve got one writer who’s an attorney who’s really just a
tax expert. We’ve got another writer who’s a former newspaper business editor
at a major newspaper, and then one key guy who’s been an editor for me since I
started the company. He went to Harvard and he ghost produces magazines for
many of the major Wall Street firms.
We really have a great team in place to produce the cover
that we do, and what’s often forgotten is that the coverage that we’re giving,
it’s not like the other vendors that are out there producing content for
financial advisors. We really are different because my news background makes
me want to make this stuff as newsy as possible. So we’re providing timely
coverage, and with the background, we’re hopefully adding timeless wisdom to it
with the background of the people that are producing these things, between my
years of experience by assigning the stories and understanding the angles and
the editors and reporters that also work on this. We’re hopefully speaking the
words that advisors need to say. All of the content has been reviewed, by the
way.
Let me just give you some examples of what I’m talking
about. I looked back at some recent stories that we produced and I did that
just quickly this afternoon. Take a look at this one here.
What A Difference A Year Makes In 10‐Year Returns
Would you invest in an asset that has been in the red for
an entire decade? That’s the question a lot of investors have been asking
themselves lately. The stock market rout that began in late 2008 and continued
in early 2009 has resulted in a negative average annual return for stocks
during the past 10 years, and that’s bound to make many people hesitate to
commit the lion’s share of their portfolios to such a seemingly underwhelming
investment. But the future for stocks looks much brighter than the recent—and
not so recent—past.
Here again, this story in March 2009. Here we are. The
market is tanking and this story became available in March 2009, right at
the—probably the worst point for stocks in many years. We talk about how bad
it is out there – extreme volatility, investors are on edge, people have
suffered backgrounds. And in March 2009, we still wrote, “Yet while no one can
know for sure when markets will turnaround, that typically happens well before
the economy gets going.”
These are the messages that I think, advisors, it’s really
important to communicate. We’ve been able to do that, quite honestly, through
good times and bad.
I remember in 1998 when large cap stocks were just booming
and people were saying that value investing is dead. I remember writing
stories talking about port diversification even then, and we continue to
preach, hopefully, the wisdom of the ages from interviews with the best minds
in the country on investing. We try to put things in perspective for advisors
and do honest reporting. Nobody knows the future, of course, but we try to do
honest reporting to really give you sensible strategies that you can
communicate.
We’re putting the news in perspective with stories like
these. Think about during the aftermath of the Madoff scandal, I don’t think
there were other newsletters addressing it head on, and we are addressing those
kinds of issues head on. The toughest issues that financial advisors have to
talk about with their clients, we’re trying to help you address them.
Upcoming content for the next quarter—just to give you an
idea of what we’re working on right now—one story is about Cheap Thrills: 10
Ways To Enjoy Life In A Recession, just to give kind of a lighter side,
which we try to do now and then.
There’s going to be a lot of coverage coming out on the
Roth IRA conversion. I also have a story assigned on Why Now is a Good Time
to Reassess Your Risk Profile. The market’s come back and I think it’s
time to bring in prospects and clients and tell them this is a time to
reassess. You’ve regained, maybe what you’ve learned in the last downturn was
that you really can’t tolerate as much risk as you thought you could, and
that’s the message we’re going to communicate in that story.
Please keep in mind our content is focused on distinct
audiences. Our content is focused. All the stories that we assign are either
for Retirees, Pre-Retirees, or Business Owners. We really try to keep those
kinds of people in mind when we produce these articles. We really are writing
for very rich target markets for financial advisors.
Also, we’re producing content – not a ton of it – I won’t
say that – but there’s always the occasional story for Fiduciaries, which is
quite unusual, I think. We’re actually writing stories that help support that
differentiator for those that are committed to a fiduciary standard.
All of the content that we produce can be accessed in a
number of different ways. We showed you the BackOffice where you manage your
client vault and you manage your video library, but you also can manage your
content from there. You simply point and click through the list of articles.
You point to the articles that you want, click on them in a checkbox, and those
articles appear on your site. It really is that easy. And if that still is
too difficult for you, there’s a checkbox at the top of the page in the
BackOffice that you can say, “Automatically select my stories for me,” and
whenever new stories come up, they’ll automatically be placed on your website.
Another way to access our content is through our Email
Newsletters. We have our own technology – our own system – for blast emailing
your clients, referral sources, and your prospects and it’s a great product.
It’s been very popular over the years. It takes some work to do that, but some
of it is even automated. As part of the email newsletter, every Friday at 5
p.m. EST, we provide a market summary that automatically gets blast emailed to
everybody on your list.
You can create groups in the email newsletter so that you
can have some stories that go out just for Retirees or Business Owners. You
can also use the email newsletter to mass email your own email newsletter –
your own content – and we can support you in that.
In addition, our content is accessible through our client
portal system. In the client portal system, not only is all the content
available, but it’s personalized to each individual client. We tag all of the
content when we produce it with keywords, and based on that keyword and profiling
system that we create, each of your clients, when he logs into his portal, gets
personalized content. So all of the articles in our database gets pulled into
each client’s portal based on that client’s profile.
Finally, we also allow you to access our content, of
course, in our client newsletters. Barry Weinstein, our Sales VP, is going to
be telling you a bit about our client newsletters. I’m handing the reins over
to you, Barry.
Barry Weinstein: Thank you, Andy. Thank
you and good afternoon to everyone. I’m going to speaking about newsletters.
We have a lot of different products – a suite of products – but we’re going to
focus today here on the newsletter offering that we offer here at www.advisorproducts.com.
Our newsletter, I’m very proud of both because of the
content, the design and how we pulled this together. We got a lot of
compliments from advisors who use this product. The pieces and the content,
they’re well-written and topical, as Andy has shown you and reviewed.
You can call me and we can show you examples of other
articles that we’ve written and give you a fuller taste of that.
All of our content is FINRA-Reviewed. It’s professionally
designed – all of the different models that we have, and it is available as
template newsletter targeted at custom. The newsletter helps you to keep
connected and visible to your clients and to your prospects. I have to say
that the advisors that call me and tell me about the success they’re having are
the ones who are really doing it right by blasting these newsletters out there.
By blasting, I mean they’re looking and they’re sending it
to all of their clients. They’re going through the trouble of producing these
pieces, the thought involved, and the cost. So make sure it gets into the
hands of all your clients, it gets into the hands of prospective clients that
you’ve met, you have their cards or addresses on, and then professionals that
you work with as well.
Many advisors tell me how they take a dozen copies and
they’ll drop it off to CPAs they work with or attorneys. Some will mail out
those copies and then follow up with a phone call. You’d really be surprised
at how these pieces in their waiting rooms and their offices and how an
attorney will have that newsletter and share it with a client, and the payback
that comes to the advisory firm. So the newsletter, properly used, could
really help to generate referrals and increase those opportunities for you.
We produce three kinds of client newsletters – the custom
piece, our template newsletter, and then the targeted newsletter
that is really geared towards either the Retiree market, Pre-Retiree, or
Business Owners. We’ll go through these individually to give you an idea of
what’s involved and the quality embedded.
The template and the targeted newsletters are both
four-page pieces and available as quarterly editions. The masthead to the
newsletter is created in black and white. The body is in full color and it’s
printed on a real good 100 lb. quality stock.
There are five pre-selected FINRA reviewed articles that
are placed into these pieces, so the template newsletter is a great
general-purpose newsletter that will go out to your clients and prospects and
enjoyed by all.
The targeted newsletter will focus on a market for you –
either a particular market that you want to get involved with, a heavier
marketing, too, or maybe your particular practice focuses on that market place
with those types of clients. So we’re able to focus on the pre-retiree, the
retired individual, or the business owners.
The piece is a cost-effective piece and the way we
designed it has a self-mailer embedded into it.
So what we’re looking at here is the piece laid flat with
the front cover and the back cover. The back cover is divided up where we have
this self mailing piece. You can have here your return address and then a
mailing label or handwritten. In this case, the advisor has placed his picture
here as well with the returned label.
You can see the black and white newsletter banner that we
design with you. In that banner, you can take advantage of putting your logo,
a unique branding name for the piece that you mail out monthly, any type of
graphic, as well as maybe a picture of yourself or team for the firm. So it’s
really a nice powerful piece that goes out. It’s simple to create. It’s
virtually effortless and easy to get into the hands of your clients.
Our customer newsletter is a beautiful piece. It does
real well in presenting your firm the way it should be to attract high net-word
prospective clients. It is also a four-page newsletter available in quarterly
editions, full color on 100 lb stack. This piece is totally full color.
The masthead, we do a custom designed masthead with you.
You would work with our graphic design team in full color and it’s available as
a full bleed, as well as non-bleed capability.
The piece also – each page of it has the ability to accent
your company colors, so we’re able to reinforce that branding throughout the four
pages of the newsletter. In this piece, you get to select from our libraries
of articles six (6) FINRA-reviewed articles. So you can go through, read the
articles and make the selections that you want for that edition of your
newsletter and then in addition to that, we have a space – there’s a column on
the very front of this piece which gives you the ability to write your own
column, share your own message, as well as maybe put a graphic item in there to
add to it.
You have up to 220 words that you can create here within
this part of the newsletter. So that added customization capability really
tends to make it much more personal.
This whole piece is put together very simply by using our
online platform which enables you to view the articles and edit them.
Here are some samples of custom newsletters and you can
see the different banners and layouts that we have available and that we create
for you. Our team really works hard to really ensure the branding of your firm
is embedded in that piece.
Newsletters for any budget and need that your firm has –
newsletters have a setup cost, initially, and then you’re ongoing annual fee.
The template and the targeted newsletter have a one-time fee of $100 to get it
set up, and then you can print 200 copies quarterly for as low as $760 on an
annual basis. So $760 covers your whole year, 200 copies going out on a
quarterly basis.
The custom newsletter has a $300 set up fee and that 200
copy quarterly would run $1925 on an annual basis.
We have pricing if you want to do 300, 500, 1000, however
many you need for your particular firm, and of course, as the quantity goes up,
the pricing goes down significantly.
There are other options that you can add to your
newsletter program. We have an e-Mail Ready PDF that’s available to add to
either the template or the custom. We also provide a Mailing Service, Folding
Service, and other graphic options for you.
I’m offering to anybody who’s interesting in a custom
newsletter, if you mention the webinar that you attended today, we’re going to
offer $100 off on the setup fee of a custom newsletter, so I encourage you to
take advantage of that special offer through the webinar.
Please, if you have questions, I encourage you to give me
a call. We can talk about your firm, the particular needs that you may have.
We can talk about how our newsletter program can help you in your marketing
efforts and make it a real success. We really enjoy doing that with clients.
Andy, we’ll turn that back over to you.
Andrew Gluck: Okay, well thank you for
that, Barry. There’s Barry’s contact information, and really the beauty of the
custom newsletter is that you pick each individual story from our database
using our online content database and we put a lot of client service. We have
someone dedicated to handling all of the edits because invariably we do see
some changes. As much as we try to get the text right, advisors always want to
tweak something, and we’re available to help you with those things, and the
BackOffice that you use for the newsletter enables that sort of editing.
What I’d like to do at this point, though, is to just urge
you to please chat in any questions, if you have any questions. If you want to
ask us about some of the other aspects of what we provide, please feel free to.
I’m not seeing a lot of questions come in right now just
yet. I just want to mention again that this Friday we’ve got a webinar with
Ben Norquist and we’ll be doing that Friday at 4 p.m. EST and please check out
that webinar on the Roth IRA.
Question: We’ve got a question
from somebody asking about whether we are integrated with Outlook.
Answer: I wish I could
understand better which aspect of what you’re talking about, Eric, when you ask
that. So if you want to just chat up a follow-up question, just explain what
you mean. I think you mean in the Vault, but the short answer is actually, now
that I think about it, no, we’re not integrated with Outlook. No, that’s not
one of the integrations we have.
We have integrations with several CRM systems. For the Client
Portal System, we have integrations with RedTail, XLR8, EZ-Data, and we
just have begun working with AppCrown, which was formerly called E*assist., so
hopefully that answers your question on that.
Question: We have a question
about whether you need be a client of www.advisorproducts.com
to use the Video Library.
Answer: In that instance,
yes, you do. We really do try to break off and sell all of our products as
standalone products, but in that one instance, that was not possible with the
Video Library, unfortunately. You can buy a Vault as a standalone product.
The Vault can be added to any advisor website, and it really is pretty
inexpensive. I think it’s $1,000 a year. Barry, correct me if I’m wrong. But
the Vault can be added to any advisors website for $1,000 a year. But in the
case of the Video Library, we could not do that.
You can also add the Client Portfolio Reporting that we provide in the client
vault. It’s integrated with PortfolioCenter and Advent Axys. So you can
actually upload client reports if you’re an Advent or PortfolioCenter user, and
you could leverage all of the AdvisorVault
features if you do that.
Question: Is the Vault a
standalone product?
Answer: I think I just
answered that. We also sell it as part of a package as well, so if you buy a
Platinum website which comes with 8 hours of hosting, all of our content,
instead of $1,000 a year, it’s $2,100 a year and you get the Vault with the
Platinum website. We really try to pack all of the value into our Platinum
website.
Quite honestly, we’re trying to get everybody to buy either a Platinum website
or Platinum with Portals. That’s where the most bang for your buck really is.
Question: Barry, maybe you can
help me with this because I’m not good at the pricing.
What is the cost to add videos to a template website?
Answer: There is a one-time
$300 setup fee and then the video program – the Dashboard Program – is $750
annually, and that allows you to post up to five (5) videos on your site at any
time and go into the BackOffice and interchange them, move them around and
whatever.
Question: We have another
question on whether or not it’s possible to buy a PDF newsletter only.
Answer: So in other words,
you don’t want the print newsletter – not at this time. No, we’re not doing
that at this time.
Question: Describe more about
your integration with www.redtailtechnology.com.
Answer: Quite honestly, the www.redtailtechnology.com
integration is perhaps our strongest integration and it’s going to be getting
stronger even still. The integration with www.redtailtechnology.com in the
Client Portal System lets you path through to-dos to clients. So if you go
into RedTail and you click on an activity that you associated with a client –
say rebalance the client’s account – from Redtail, you could click on a button
that says Share with Advisor Products. That will automatically share
that activity in the client portal with the client and the client can then ask
you questions about that activity, and that will flow through into Redtail
automatically and be recorded in there. So that integration is very deep and
it’s two ways.
What we’re working on next with them, quite honestly if you want to hear—and
this is probably some months away, but I’m excited about it—AdvisorVault is going to be integrated with www.redtailtechnology.com’s
document management system. So what we’re going to be doing there is for those
of you that use the www.redtailtechnology.com
Virtual Drive where you can save all of your documents on the Document
Management System that www.redtailtechnology.com
has, we’re going to be integrating that so that at the same time that you save
a document on the www.redtailtechnology.com
Document Management System, you’re going to be able to also save it to a
specific client’s vault. So if you’re in a client’s folders saving a document
in www.redtailtechnology.com,
you can just push it through the vault. We’re really trying to make that
workflow easy.
Question: Can we do our own
videos?
Answer: Hey, you know,
that’s a great question, Mary Dean. Let me see if I can get you answer on
that.
Jim, can we enable somebody to load up their own videos? I think we can do
that. I don’t know if it will be through the Video Library System, though.
Jim Voss: Yeah, you can do the
website BackOffice upload videos. A bit tricky now. We’re actually talking
internally today about improving that capability in our website BackOffice, but
you can do it today. If you need help, our service folks can help you do that,
convert formats, resize it, and get it on the page. But look for, in a few
months, enhanced features for adding your own videos to your website.
Question: Can the videos be
emailed?
Answer: That’s a good
question. You know, I think in most cases, you’re not going to want a video to
be in an email. You’re not going to want to embed it because the videos tend
to be very big files. So what you really want to do is email out the link to
the video. You’re making me think that maybe we ought to create a template way
– maybe in the email newsletter – to include those videos. You just gave me a
new project to work on, so thanks for that.
Question: Do you offer
ghostwriting or custom content for people who are not looking for a package
solution?
Answer: Yes, we sure do. We
can help you with writing. Please contact Barry and he’ll be more than happy
to talk with you about getting a writer to help you with whatever you need
done.
Question: Does the Platinum
service for $2,100 include the Portal, Videos, and Hosting? How many portals
can you have?
Answer: No, the $2,100 is
for a marketing website with the Vault. The Client Portal System is a separate
module – separate system – that you’d have to add on. That is $1,500 for the
first 100 clients; $1,500 a year for the first 100 clients. The second 100
clients and each additional 100 clients is an additional $1,000. So if you did
a Platinum website with the Vault and the Portals, it would be $3,600 for the
first 100 clients, $4,600 a year for 200 clients, and that gets you all of the
interfaces except for the Desktop Portfolio Reporting systems. But it gets you
all of our interfaces. We have about a dozen or fifteen (15) interfaces to
different CRM, Financial Planning, Portfolio Reporting systems like www.blackdiamondreporting.com, www.redtailtechnology.com, and CRM,
www.moneyguidepro.com. We have
interface with www.financelogix.com,
so for the ________, it’s all the web-based interfaced with the Client Portal.
Andrew Gluck: Okay, we don’t have any
other questions at this point and we’ve just about run out of time anyway, so I
just want to remind you all about the webinar on Friday. Also, if you did
opt-in for www.advisorsforadvisors.com,
you’ll be getting that email and I just want to let everybody know that we have
some really cool free content that we’re giving away – some rewards content, we
call it. We’re going to be giving away some free licenses to LoJack for
Laptops.
On last week’s webinar, we gave away a laptop computer –
we didn’t give it away, actually Seagate did. That was, incidentally, a
webinar about security and keeping your data secure and you really want to
check that out. We also showed IronKey’s USB drive and some other really great
tools for keeping client data secure.
You also may want to check out in the A4A, the IRA
Compliance Calendar. To get at the premium content, you’re going to need to do
a review of one of the applications that you use. That’s the only thing we
require, but you will be getting a free subscription for six (6) months to A4A,
so please check that out.
Brian just reminded me that we perhaps did not answer one
of your questions. Let me just see if I’ve got that here. I think we got them
all, Brian.
Jim Voss: Do you mind if I
jump in for a quick second?
Andrew Gluck: Please go ahead, Jim.
Jim Voss: And mention that you
can follow www.advisorproducts.com
on twitter now. API Updates is the name, so www.twitter.com/APIupdates, and
that will give you periodic updates about what’s going at www.advisorproducts.com – new
features and we mention the webinars on there as well.
Andrew Gluck: Oh, good. Thank you for
mentioning that, Jim. To all of you that joined us today, I just want to thank
you again. We really do appreciate your business and that you want to know
more about www.advisorproducts.com.
We’re here to serve you and we really are dedicated to giving you great client
service. Our response time to client calls has really been good. I’m really
proud of it. You can depend on us for great service, great technology, and
we’re doing our best to help independent financial advisors communicate security
and intelligently with clients. Thank you for joining us and we appreciate
your business. Good afternoon to all of you. Thanks again.
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